Tom Ward 2024-10-01 Tom Ward 2024-10-01

Seamless CoConstruct to Buildertrend Migrations with Outline Solutions

Are you a homebuilder facing the challenges of migrating from CoConstruct to Buildertrend? You’re not alone. Since Buildertrend’s acquisition of CoConstruct in 2021, many builders have had to assess their current processes and plan for a smooth transition. At Outline Solutions, we specialize in making this migration as seamless as possible. As technology consultants, we work closely with our clients to ensure they get the most from Buildertrend while optimizing their business operations.

Why Migrate to Buildertrend?

Buildertrend has become the go-to platform for construction management, offering a robust set of tools that help builders manage projects more efficiently. For many CoConstruct users, the switch might seem daunting. However, with the right strategy and support, the migration can lead to increased efficiency, reduced operational costs, and a streamlined project management process.

Our Proven Approach to Buildertrend Migrations

At Outline Solutions, we’ve helped numerous clients migrate successfully from CoConstruct to Buildertrend by following a strategic approach. This involves:

Assessing Your Needs
We work with key stakeholders to understand what they need from Buildertrend. This includes identifying which features are crucial to your operations, whether it’s project scheduling, budgeting, or client communication.
Data Migration
Migrating your data is a critical step. We ensure that important project data, client information, and financials are transferred correctly without disruption to your day-to-day operations.
Developing Efficient Processes
We don’t just move your data—we help you develop processes that will save you time and money. This means leveraging Buildertrend’s powerful tools to automate tasks, improve communication, and reduce project bottlenecks.
Change Management
We understand that switching platforms can cause disruption. Our change management strategies ensure that your team is prepared and fully supported throughout the transition, minimizing resistance and downtime.
Implementation & Training
Once the migration is complete, we offer hands-on training and support to ensure your team is comfortable with the new system. We’ve found that personalized training sessions drive engagement and adoption, leading to successful long-term use of Buildertrend.

A Success Story: Summerhill Fine Homes

Summerhill Fine Homes, a former CoConstruct client and cost-plus builder specializing in stunning custom homes on the Sunshine Coast, BC, needed a solution to accurately track and manage their complex projects. As a cost-plus builder, keeping detailed records of timelines and budgets is crucial for their operations. This not only ensures that projects stay on track but also plays a vital role in delivering a transparent and high-quality client experience.

Through their migration to Buildertrend, we helped Summerhill integrate with 3-rd party platforms like Quickbooks Online for streamlined, real-time financial data, and leveaged the client portal for better client communication. Now, they can share real-time updates with homeowners, including key project information such as budgets, invoices, timelines, and photos. This transparency allows their clients to see their dream homes come to life, with every detail and milestone accessible at their fingertips. Homeowners can log in at any time to track progress, view updates, and feel confident knowing that their projects are running smoothly.

Kyle, Principal and Director of Projects at Summerhill, highlighted the impact of this transformation:

"I really appreciate your expertise and working with us; it has been a lifesaver. I don’t think it is an exaggeration to say that we would be completely lost without you!"

Why Choose Outline Solutions?

At Outline Solutions, we bring deep experience and a client-first approach to every project. We’ve worked closely with Buildertrend’s product design leads and software engineers to provide valuable feedback and develop new features—especially for cost-plus builders. Our hands-on, collaborative approach ensures that your migration is successful, and your team is empowered to use the platform effectively.

If you're a homebuilder preparing to migrate to Buildertrend, or you just want to explore your options, reach out to us. We’ll guide you through the entire process, from initial assessment to full implementation and support.

Let’s Get Started!